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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,161 | $167,362-68.2% | $143,799-63.0% | $134,532-60.5% |
| Participation rate | 58.3% | 84.8%-26.5pp | 80.3%-22.0pp | 81.2%-22.9pp |
| Annual return | -20.49% | 0.47%-21.0pp | -0.04%-20.4pp | 418.27%-438.8pp |
| Employer contribution / active EE | $1,084 | $5,620-80.7% | $4,952-78.1% | $4,741-77.1% |
| Participant deferral / active EE | $2,545 | $6,447-60.5% | $5,638-54.9% | $6,401-60.2% |
| Admin fee / account holder | $1,514 | $18,094-91.6% | $14,677-89.7% | $11,429-86.8% |